Plan to Succeed

Honoring our region’s reputation as a global standard in academic excellence, technological innovation, and financial acumen, we deliver intellectually honest financial advice that employs the finest technology in asset management today, while honoring the time-tested principles that have helped investors sustainably build wealth for generations. Whether you’re planning for retirement, funding a child’s education, or simply ensuring you’ll be protected if something goes wrong, we can help you organize your finances to meet your life goals.

The Boston Standard

You’re smart. You’re busy. And you know your financial life could be more thoughtfully organized. You’ve considered expert help, but you’re concerned about fees and conflicts of interest. Our firm was built to help you optimize your finances in an environment of trust and confidentiality. We offer the industry’s highest standard of care and a fee structure that puts your interests first.

Client Experience

Our boutique approach means you have a partner in the process of managing your finances: not an 800 number, but a Certified Financial Planner™ to answer your questions and help you navigate life’s financial challenges.

Due Diligence

No two people are the same. Your finances, goals, and relationship with money are all unique. We understand the importance of listening carefully to your needs and objectives. Then taking the time to thoughtfully address each one.

Intellectual Honesty

We can’t predict the future, time the market, or pick the next hot stock. History has shown that attempting to do so is a losing game. Instead we believe in offering candid analysis of what your investments can do for you and what you must plan to do for yourself.

Transparency

The less you pay for financial management, the faster your wealth can grow – a simple truth that inspired our business model, fee structure, and portfolio solutions. We’re proud to highlight the cost of our work and help you compare the alternatives.

Independence

As an independent wealth management firm we deliver unbiased counsel because we’re not owned by a large brokerage house, insurance company, or public shareholders. We are fiduciaries paid by our clients to work for our clients.

Innovation

While the core principles of sound investing are timeless, the products and technology available to execute those principles are constantly evolving. We are committed to implementing the best of these innovations to benefit your bottom line.

This is Personal

As a boutique firm delivering a highly customized service, we get to know our clients well. We value open and honest communication. And we're passionate about helping each client reach their goals. We'd love to hear your story and how we can put over 65 years of financial services experience to work for you.

Lee G. Eudy, CFP®, AAMS

CERTIFIED FINANCIAL PLANNER™

l.eudy@bostonstandardwealth.com

781. 721. 0087

Raised and educated in North Carolina, Lee’s post-graduate career began with Outward Bound International working as a field guide and travel writer. Lee started financial planning with American Express in 2003. The early years required 60-70 hour work weeks, but Lee was energized by the difference sound planning made in the lives of his clients. Lee's early networking focused on the MIT/Kendall Square area of Cambridge. Even now, most of his clients are analytic professionals working in academia, technology, and the life sciences. As a result, Lee specializes in helping clients effectively plan around their incentive stock plans, pensions, and deferred compensation. In 2011, Lee founded Boston Standard with partners who share the values articulated throughout this site. Lee genuinely delights in his work as a planner and the meaningful relationships it helps foster. Lee lives in Charlestown with his wife, Rebecca, and two sons. While he still dreams of kayaking adventures, Lee spends most of his free time these days playing with his kids and rooting for the Celtics.

Dena G. Catino

Client Service Specialist

tel: 781. 721. 2300

A Boston native, Dena graduated with honors from Suffolk University with a degree in Finance. Post graduation, Dena joined a Boston-based investment firm where she worked in a variety of roles for 12 years. Following a three-year hiatus to Italy with her family, Dena joined Boston Standard and brings an irreplaceable energy, attention to detail, and thousand-watt smile to work every day. Her meticulous nature keeps us organized, our client scheduling and correspondence up-to-date, and our financial planning analyses on point. Dena lives in North Reading with her husband Anthony, two sons, Antonio and Nicholas, and dog, Oliver. She loves to travel, ski, garden, and read. But if it’s the weekend, you’ll probably find her on a sideline north of Boston watching her boys play sports.

Robert W. Tafuri, CFP®

CERTIFIED FINANCIAL PLANNER™

tel: 781. 721. 0085

Rob grew up on Long Island, New York and earned degrees in Finance and Business Management from Boston College. He began his career as a Financial Advisor with American Express where his amiable personality and meticulous nature made personal financial planning a natural fit. Rob earned his CERTIFIED FINANCIAL PLANNER™ designation and joined with like-minded partners to found Boston Standard to ensure his clients’ best interests remained the sole focus of his work. Rob delivers exceptional client service by treating each client question or request with the urgency and attention it deserves. He also enjoys the intricacies of our financial planning software and how it can best be utilized to help clients model their goals and objectives. But Rob is no robot; he’s the most gregarious, outgoing member of our whole team. Rob resides in pastoral northern Framingham with his wife, Bethany and sons, Braden & Landon. In his free time, Rob enjoys golfing, travel, and trying new restaurants.

Cheryl A. Buccelli

Client Service Specialist

tel: 781. 721. 0073

Born and raised in the Boston area, Cheryl has spent the last couple decades raising her children and working part time at local finance and medical device firms. This schedule gives Cheryl the flexibility to attend all her childrens' sporting events and school-related activities. Earlier in her career, Cheryl worked at Harvard University's Finance and Budget offices and served as the Assistant to the Administrate Dean in the Faculty of Arts and Sciences. She lives in Stoneham with her partner Philip and children Marc and Lauren. Cheryl enjoys taking long walks, traveling to tropical places, and trying out new recipes.

Zachary C. Bouchard, CMFC®, CRPC®

Managing Partner & Chief Compliance Officer

tel: 781. 721. 0072

Zach played varsity soccer and graduated with honors with degrees in economics and philosophy from Boston College. He's worked in the financial services industry since 2003 with fortune 500 companies and boutique firms alike. His responsibilities have ranged from Financial Advisor to Director of Compliance and Operations. Zach’s breadth of industry experience inspired many of the best practices our firm utilizes in day-to-day operations and long term planning. As Managing Partner, Zach oversees all operations including our administrative team, compliance, trading, and investment platforms. These responsibilities fit naturally with his systems-orientated personality. His commitment to environmental sustainability inspires our green office initiatives and socially responsible investment platforms. Zach feels lucky to be married to his best friend and partner Katie. When not running after his kids, Maple and Asher, Zach still finds time to run around on the soccer field. He also loves to read, garden, and play music of all kinds.

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Disclosure

Boston Standard Wealth Management is registered with the Securities & Exchange Commission as an investment advisor. Our website is for informational purposes only and does not purport to render or offer to render personalized investment or financial planning advice. Advisory services may only be provided after the delivery of a disclosure statement and the execution of an investment advisory agreement by the client and the advisor. The website is intended to make available general information concerning our firm and the services we offer, but in no way should be construed as a complete description of either the firm or our service offering. Information throughout this site has been obtained from sources which we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy, and neither we nor our sources of information shall be held liable for errors or inaccuracies, regardless of cause, or any lack of timeliness or interruption in transmission to viewers. Nothing on this website should be interpreted as a real or assumed claim that past performance is any guarantee of future results.